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Insider Information:   Umpleby Iii Donald J
Relationship:   Director
City:   Peoria
State:   IL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   444,227    

Indirect Shares

  105,321      
Direct Value   $148,127,310    

Indirect Value

  $33,630,409      
Total Shares   549,548      
Total Value   $181,757,719      


Caterpillar Inc
 $147,664,142 Chevron Corp
 $463,167 Caterpillar Inc
 $147,664,142 Chevron Corp
 $463,167
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Caterpillar Inc CAT Chief Executive Office... 2024-03-04 441,355 2024-03-04 96,049    Premium*  
            Chevron Corp CVX Director 2023-05-31 2,872 2023-05-31 9,272    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2024-03-04 4 A $0.00 $0 D/D 12,181 441,355 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2024-02-26 4 GA $0.00 $0 I/I 8,081 36,040 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2024-02-26 4 GD $0.00 $0 I/I 8,081 0 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2024-02-13 4 D $313.40 $5,276,089 D/D (16,835) 421,543 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2024-02-13 4 A $0.00 $0 D/D 42,136 438,378 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2023-12-18 4 D $286.72 $86,144,451 D/D (300,448) 396,242 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2023-12-18 4 OE $127.60 $59,942,080 D/D 422,260 447,857 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2023-08-04 4 GD $0.00 $0 I/I 5,114 0 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2023-08-04 4 GA $0.00 $0 I/I 5,114 27,959 0 -
CVX Chevron Corp Director   •       •      –    2023-05-31 4 A $0.00 $0 D/D 1,534 2,872 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2023-02-07 4 D $248.68 $5,216,809 D/D (20,978) 242,334 0 -
CAT Caterpillar Inc Chief Executive Officer   •       •      –    2023-02-07 4 A $0.00 $0 D/D 49,260 263,312 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2022-11-08 4 D $229.65 $26,163,336 D/D (113,927) 214,052 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2022-11-08 4 OE $127.60 $19,318,895 D/D 151,402 327,979 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2022-08-18 4 GD $0.00 $0 I/I 7,490 0 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2022-05-26 4 GD $0.00 $0 I/I 13,835 0 0 -
CVX Chevron Corp Director   •       •      –    2022-05-25 4 A $0.00 $0 D/D 1,303 10,509 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2022-02-08 4 D $200.77 $3,610,648 D/D (17,984) 156,275 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2021-12-01 4 GD $0.00 $0 I/I 1,520 0 0 -
CAT Caterpillar Inc Chairman and CEO   •       •      –    2021-07-06 4 A $0.00 $0 D/D 42,281 174,259 0 -
CVX Chevron Corp Director   •       •      –    2021-05-26 4 A $0.00 $0 D/D 2,166 9,101 0 -
CAT Caterpillar Inc Chairman & CEO   •       •      –    2021-05-07 4 GD $0.00 $0 D/D 4,495 179,692 0 -
CAT Caterpillar Inc Chairman & CEO   •       •      –    2021-02-09 4 D $196.78 $3,889,553 D/D (19,766) 178,297 0 -
CAT Caterpillar Inc Chairman & CEO   •       •      –    2021-02-09 4 A $0.00 $0 D/D 46,337 198,063 0 -
CAT Caterpillar Inc Chairman & CEO   •       •      –    2020-12-30 4 GD $0.00 $0 D/D 59,000 151,726 0 -

  25  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed